Penalty Abatement Review Package
Penalty Abatement Package
IRS and state tax penalties can add substantial cost to an already difficult tax matter. In some cases, penalties may be reduced or removed if the taxpayer can establish reasonable cause, qualify for administrative relief, show reliance on a qualified advisor, document circumstances beyond the taxpayer’s control, or identify procedural or legal defects in the penalty assessment.
The Penalty Abatement Package is designed for individuals, businesses, fiduciaries, and advisors who need a focused legal review of whether tax penalties may be challenged. This package may be appropriate for failure-to-file penalties, failure-to-pay penalties, accuracy-related penalties, late deposit penalties, information reporting penalties, employment tax penalties, disaster-related penalty issues, and certain state tax penalty assessments.
The review may include analysis of the notices issued, the tax periods involved, the type of penalty assessed, the taxpayer’s compliance history, the timeline of events, available reasonable-cause facts, reliance or advice defenses, disaster or hardship considerations, payment and filing history, and whether the penalty was properly asserted or approved where applicable.
The goal is to determine whether a penalty abatement request is viable, identify the strongest factual and legal arguments, and provide a recommended strategy before the taxpayer commits additional time and expense to a formal submission.
This package does not include preparation or filing of a formal penalty abatement request, Form 843, protest letter, appeal, refund claim, or agency correspondence unless separately agreed in writing. If a formal penalty abatement submission is appropriate, The Karam Firm can provide a separate engagement proposal.
Includes: up to 1.5 attorney hours, review of one defined penalty issue, review of up to 50 pages of notices and supporting materials, one strategy call, and a written summary of potential abatement arguments and recommended next steps.
Additional work may be required for: formal penalty abatement requests, Form 843 submissions, reasonable-cause letters, protest letters, refund claims, appeals, transcript review, multiple tax years, multiple entities, substantial legal research, agency communications, or review of materials beyond the package limit.
Flat-rate packages are available for defined-scope matters only. Fees may vary based on complexity, number of tax years, number of entities, urgency, document volume, and whether additional representation is required. A flat-rate package does not include court appearances, audit representation, appeals representation, litigation, or negotiations with tax agencies unless expressly stated in a written engagement agreement.
Penalty Abatement Package
IRS and state tax penalties can add substantial cost to an already difficult tax matter. In some cases, penalties may be reduced or removed if the taxpayer can establish reasonable cause, qualify for administrative relief, show reliance on a qualified advisor, document circumstances beyond the taxpayer’s control, or identify procedural or legal defects in the penalty assessment.
The Penalty Abatement Package is designed for individuals, businesses, fiduciaries, and advisors who need a focused legal review of whether tax penalties may be challenged. This package may be appropriate for failure-to-file penalties, failure-to-pay penalties, accuracy-related penalties, late deposit penalties, information reporting penalties, employment tax penalties, disaster-related penalty issues, and certain state tax penalty assessments.
The review may include analysis of the notices issued, the tax periods involved, the type of penalty assessed, the taxpayer’s compliance history, the timeline of events, available reasonable-cause facts, reliance or advice defenses, disaster or hardship considerations, payment and filing history, and whether the penalty was properly asserted or approved where applicable.
The goal is to determine whether a penalty abatement request is viable, identify the strongest factual and legal arguments, and provide a recommended strategy before the taxpayer commits additional time and expense to a formal submission.
This package does not include preparation or filing of a formal penalty abatement request, Form 843, protest letter, appeal, refund claim, or agency correspondence unless separately agreed in writing. If a formal penalty abatement submission is appropriate, The Karam Firm can provide a separate engagement proposal.
Includes: up to 1.5 attorney hours, review of one defined penalty issue, review of up to 50 pages of notices and supporting materials, one strategy call, and a written summary of potential abatement arguments and recommended next steps.
Additional work may be required for: formal penalty abatement requests, Form 843 submissions, reasonable-cause letters, protest letters, refund claims, appeals, transcript review, multiple tax years, multiple entities, substantial legal research, agency communications, or review of materials beyond the package limit.
Flat-rate packages are available for defined-scope matters only. Fees may vary based on complexity, number of tax years, number of entities, urgency, document volume, and whether additional representation is required. A flat-rate package does not include court appearances, audit representation, appeals representation, litigation, or negotiations with tax agencies unless expressly stated in a written engagement agreement.